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Exclusive Interview: Ron Surz Opines on the ‘Big 3’ and ‘The Next 401k Scandal’

    Exclusive Interview: Ron Surz Opines on the ‘Big 3’ and ‘The Next 401k Scandal’

Why are there two kinds of Target Date Funds and why does that doom this particular group of people saving for retirement in their company’s 401k plan?

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The Top 5 Tactics 401k Plan Sponsors Are Failing To Take Full Advantage Of Right Now

    The Top 5 Tactics 401k Plan Sponsors Are Failing To Take Full Advantage Of Right Now

Plan sponsors can benefit from motivated employees, and the 401k plan is a tool to achieve this motivation. What precisely can plan sponsors offer in addition to the usual company match to make their 401k plan more enticing, more attractive, more motivating?

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5 Factors to Retirement Independence 401k Plan Participants Overlook

    5 Factors to Retirement Independence 401k Plan Participants Overlook

Perhaps 401k plan sponsors should also focus plan participants’ attention on these 5 overlooked factors the can thwart their ability to attain the freedom of financial independence.

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Taking a Fiduciary Holistic Approach: How Can 401k Participant Data Be Used?

    Taking a Fiduciary Holistic Approach: How Can 401k Participant Data Be Used?

Despite this, 401k plan sponsors can better protect their employees, even when it comes to personal data, because that data is only acquired within the context of the service provider’s relationship to the plan.

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Exclusive Interview: Nevin Adams on “Fake Research” and Underreported Good News

    Exclusive Interview: Nevin Adams on “Fake Research” and Underreported Good News

When is a “problem” not really a problem? And what can be better than success, even if no one knows about it.

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Where and When Do 401k Fees Still Matter?

    Where and When Do 401k Fees Still Matter?

You can squeeze a tube of toothpaste all you want, but that doesn’t change how much toothpaste it holds. Are we experiencing the same thing with 401k fees, or are they really dropping as much as we think? And, if they are dropping, are they dropping for the right reasons?

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How 401k Plan Sponsor Fiduciary Liability Changes When Retaining Retiree Assets

    How 401k Plan Sponsor Fiduciary Liability Changes When Retaining Retiree Assets

Once a person enters retirement, the number of scenarios proliferate. Unless the plan sponsor is a financial professional, it’s going to be a challenge to quickly comprehend all these options.

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Here’s Why A Good Fiduciary Is Not Always 100% Invested In Equities

    Here’s Why A Good Fiduciary Is Not Always 100% Invested In Equities

While some may consider this heresy, the best option for a fiduciary managing a portfolio is to include a consistent percentage of assets outside the equity markets and in assets that preserve capital.

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7 Fiduciary Duties 401k Plan Sponsors Overlook And What They Can Do To Address Them

    7 Fiduciary Duties 401k Plan Sponsors Overlook And What They Can Do To Address Them

Familiarity may breed contempt, but it also makes you sloppy. Do you know plan sponsors that have forgotten they need to address these matters?

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DOL Updates Fiduciary Rule Guidelines – What Changed?

    DOL Updates Fiduciary Rule Guidelines – What Changed?

Although the Rule appears to be directed primarily at service providers, plan sponsors still have a fiduciary duty to monitor plan compliance, and that includes complying with the demands of this new rule.

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